Westcore Growth
C/O Alps Fund Services, Inc. P.o. Box 328 Denver CO 80202
Map
Phone: 800-392-2673
| Category: | Large Growth | | Fund Family: | Westcore | | Net Assets: | 163.55M | | Year-to-Date Return: | -40.13% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-88 |
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Ross G. Moscatelli
Lead Manager since
14-Apr-04 | | | Moscatelli is vice president of Denver Investment Advisors and director of Large-Cap Growth Equity Research. Prior to rejoining the firm in 2004, he was an associate partner and portfolio manager with Invesco Funds Group, Inc. From 1997 to 2001, Moscatelli was a member of the equity growth research team at Denver Investment Advisors. Previously, he worked as an investment banking financial analyst associate with Morgan Keegan & Company, Inc. Moscatelli holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of companies with market capitalizations of $2 billion and above at the time of purchase. The adviser seeks companies in attractive growth industries, with above-average prospects for revenue and earnings growth. |
| Last Dividend
(28-Dec-05):
| 0.00 | | Last Cap Gain
(27-Dec-07):
| 0.86 | | Annual Holdings Turnover
| 127.00% | | Average for Category:
| 97.51% |
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| Expense | WTEIX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$334 | $615 | | 5 Yr Expense Projection*: |
$579 | $944 | | 10 Yr Expense Projection*: |
$1,281 | $1,866 |
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2.63% Nasdaq 0.00%
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